![]() Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings are based on the opinions of Barron’s and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. The Barron’s “Top 100 Private Wealth Management Teams” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. The teams are ranked on a variety of factors, including their size and shape, the regulatory records andĬredentials of their members and the resources they have at their disposal to serve their client bases. The Barron’s “Top 100 Private Wealth Management Teams” list is a ranking of wealth management teams that specialize in serving ![]() Rankings based on data as of December 31, 2021. *Source: The Barron’s “Top 100 Private Wealth Management Teams” list, published on April 15, 2022. Brokerage and investment advisory services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), a registered broker-dealer and investment adviser and Member SIPC. Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. The nature and degree of advice and assistance provided, the fees charged, and clients’ rights and Merrill’s obligations will differ depending upon the products and services actually provided. Global Institutional Consultants mentioned herein are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S“ or “Merrill”) and may assist you with investment products and services. *Global Institutional Consulting is part of the Global Wealth & Investment Management business of BofA Corp. All recommendations must be based on the appropriateness requirements of the client. It is important to understand the differences, particularly when determining which service or services to select. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. Merrill offers a broad range of brokerage, investment advisory and other services. *The Merrill Lynch Wealth Management Investment Advisory Program is an investment advisory service sponsored by Merrill. You should consult your legal and/or tax advisors before making any financial decisions. *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. Tim currently serves as a Board Member for Hope College, a Co-Chair of the Board of Governors at the Van Andel Institute, as well as a Trustee for the Christian Schools International US Christian School Pension Plan and Trust Fund. Passionate about giving back to his community and the world, Tim is active in many local and global organizations. Rankings based on data as of December 31 of prior year). Rankings based on data as of September 30 of prior year), and Barron's "Top 100 Institutional Consulting Teams" list in 20 (*Source: The Barron’s “Top 100 Institutional Consulting Teams” list, published annually in April. Rankings based on data as of June 30 of prior year), Barron's "Top 1,200 Financial Advisors" list in 2022, 2021, and 2019 (*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in March. Rankings based on data as of Mar 31 - June 30of current year), Forbes "Best-in-State Wealth Advisors" list in 2022, 2021, 2020, and 2019 (*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of December 31, 2021), Forbes “America’s Top Wealth Advisors” list in 20 (*Source: The Forbes “America’s Top Wealth Advisors” list, published annually Aug - Oct. Tim was named to the Barron's "Top 100 Private Wealth Management Teams" list in 2022 (*Source: The Barron’s “Top 100 Private Wealth Management Teams” list, published on April 15, 2022. A recognized leader in wealth management, Tim has earned national recognition as a Financial Advisor.
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